Institutional & Family Asset Management’s Pegasystems PEGA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-28	Closed	-$1K	–	776
2022 Q1	$1K	Sell	28 -2	-7%	-$90	﹤0.01%	715
2021 Q4	$2K	Hold	30	–	–	﹤0.01%	678
2021 Q3	$2K	Sell	30 -20	-40%	-$1.33K	﹤0.01%	788
2021 Q2	$3K	Hold	50	–	–	﹤0.01%	785
2021 Q1	$3K	Sell	50 -28	-36%	-$1.83K	﹤0.01%	757
2020 Q4	$5K	Sell	78 -2	-3%	-$128	﹤0.01%	651
2020 Q3	$5K	Hold	80	–	–	﹤0.01%	594
2020 Q2	$4K	Buy	80 +4	+5%	+$173	﹤0.01%	613
2020 Q1	$3K	Hold	76	–	–	﹤0.01%	595
2019 Q4	$3K	Hold	76	–	–	﹤0.01%	678
2019 Q3	$3K	Hold	76	–	–	﹤0.01%	640
2019 Q2	$3K	Hold	76	–	–	﹤0.01%	670
2019 Q1	$2K	Hold	76	–	–	﹤0.01%	732
2018 Q4	$2K	Hold	76	–	–	﹤0.01%	706
2018 Q3	$2K	Hold	76	–	–	﹤0.01%	751
2018 Q2	$2K	Hold	76	–	–	﹤0.01%	737
2018 Q1	$2K	Buy	+76	New	+$2.05K	﹤0.01%	727